Michelle Stockdill, EA
Woodstock,Georgia
Summary
A proven overachiever seeks a position in accounting where her detailed nature will ensure the complete accuracy and accountability of financial information. Proven experience in most office procedures and a willingness ability to accept and deliver new challenges.
Overview
6
6
years of professional experience
1
1
Certification
Work History
IRS Resolution Specialist, IRS Enrolled Agent
DAVIS & ASSOCIATE CPA’S INC
08.2023 - Current
- Prepare IRS Response Letters & Protest for Tax Positions
- Expert Witness in Divorce Case
- Prepare Offer in Compromises, Installment Agreements
- Apply for Penalty Relief, site IRS Code on Reasonable Cause Applications
- Prepare Amended Returns
- Analyze Returns for IRS and State Tax Changes
- Communicate with IRS on Client’s Tax/Account Positions
- Communicate with 6,000 client bases on IRS Letters
- Management Meeting to discuss Tax Law and IRS Regulation
- Update Case Information on Practice & Self-Created Excel CRM Sheet
- Prepare and Sent Tax Cases to Tax Advocate Office, Interact with Tax Advocate Agents
- Interact with IRS Agents for Clients Missing Returns and Compliance Issues
- Prepare Forms for Deceased Taxpayers, Executors, and Personal Representatives
- Communicate with Clients on Avoidance of IRS Tax Penalties
- Meeting with Client’s to Discuss IRS & State Collection Options
Principle Accountant, IRS Enrolled Agent
Blue Lamb Tax Associates, LLC
07.2022 - 08.2023
- Prepare tax returns for individuals, S corporations, partnerships, and Not for Profits
- Prepare IRS response letters & protest for tax positions
- Prepare estimated tax payments & tax planning strategy
- Corresponded with clients by email, phone and in person
- Prepared year end book Journal Entries
- Prepare Income Statements and Balance Sheets
- Calculate payroll for S Corporations members then process quarterly state and federal tax returns
- Drake Software and QuickBooks online
- File IRS Form 1023 to start a new Non-Profit, received the acceptance from the IRS in two weeks
- Amend 1120S and 1040 tax returns
- Advise client on IRS letters for desk audits
Senior Staff Accountant, IRS Enrolled Agent
Realtime Services Inc.
Winter Park, FL
04.2022 - 12.2022
- Prepare payroll state weekly, bimonthly, monthly & quarterly tax payments
- Record journal entries onto payment document according to state and company IDs
- File monthly and quarterly state and city payroll tax returns for multiple companies across all 50 states
- Record bank journal entries associated with those tax payments using Microsoft Great Plains
- Reconcile Bank Entries to payments in cash account
- Run multi state and multi companies’ payroll reports using Parallel Software using RTS Reporting
- Update Access Database for tax payments for each company and tax period
- Prepare state registration forms to set and close payroll tax accounts
- Prepare and win state abatement cases regarding penalty adjustments
- Solve tax account errors with NY and other states
- File in office paperwork in computer folders and hard copy notebooks
- Monitor and respond to e-mail regarding tax law changes and questions
- Audit and verify quarterly 941 tax returns for accuracy
- Upload and adjust excel files with new payroll figures
- Create an excel spreadsheet with VLOOKUP to allow automation of city tax reports, turning a 3-day job into less than 2 hours
- Supervise Federal and State Payroll Tax Departments, consisting of three additional team members
- Research & Document State Family leave programs for IT to code into payroll software and to audit payroll RTS reports
- Gather Auditing documentation for PEO recertification
- Audit reports to make sure they match substantial documentation provided to the auditors
Staff Accountant
Wilder CPA Accounting & Tax Services
Oviedo, FL
09.2021 - 02.2022
- Prepared tax returns for individuals, S corporations, C corporations, partnerships, Not for Profits, Trust, and Estates
- Prepared IRS response letters & protest for tax positions
- Prepared estimated tax payments & tax planning strategy
- Corresponded with clients by email, phone and in person
- Prepared year end book Journal Entries
- Drake Software
Staff Accountant
Ellenton CPA
Bradenton, FL
06.2021 - 08.2021
- Processed AP, AR, Payroll for large construction companies, retail establishments, law firm, and real estate agent
- Processed payroll tax forms: 940,941 and RT-6
- Paid workers compensation
- Reconciliated and journaled prepaid expenses
- Journaled end of year and period adjustments
- Reconciled bank and credit cards
- Journaled new fixed assets and depreciation
- The job costed payroll and expenses
CEO
Michelle’s Closet Treasures
Online, FL
08.2018 - 08.2021
- Retail sales of used and new merchandise
- Sold on Poshmark.com as Ambassador Status
- 4.9 Customer Rating
Staff Accountant
Michelle Tourjee CPA & Tax Services
Bradenton, FL
12.2019 - 02.2021
- Processed 1040-1041 Income & Estate/Trust tax returns
- Processed 1120, 1120S, 1065, business returns
- Processed 990 tax returns, Not for Profit
- Processed Forms 2848, 51, 2553, 843, 9465, IRS forms & letter responses
- Bookkeeping 6-10 clients, QUICKBOOKS Desktop and Pro
- Reconciliated bank & credit card statements
- Processed A/R, A/P & Payroll
- Journaled depreciation, interest, and adjustments
- Recorded & disposed Assets & Liabilities on Balance Sheet
- Researched company structures on Sun Biz
- Researched personal property tax receipts
- Processed 1099’s
- Processed Payroll tax returns, 940,941 & RT-6
- Financial Statements
- Sales tax applications
- Answered phone calls & client emails
- Used Fax Portal to upload & downloads, filing
- Processed firm mail
- Ordered office supplies
- Supervised Intern
- ProSeries tax software, QuickBooks Desktop, and QuickBooks Online
Education
Master of Legal Studies -
Emory University
01.2025
Master of Business Administration - Accounting Assurance
Miami
05.2021
Bachelor of Science - Accounting
Sarasota
12.2019
Associates of Science - Business Administration - Accounting
Virginia Beach
12.2001
Skills
- Customer Service
- Problem Solving
- Taxes
- Accounts Payable
- Prepaid Expenses
- Journal Entries
- Accounting
- Time Management
- Active Listening
- Accounts Receivable
- Accruals
- Budgets
- Job Costing
- QUICKBOOKS
Certification
- Enrolled Agent, 07/22
- CPA Regulation Test, failed by 2 points, not retaken
- Candidate for IRS Court Case Representative Exam
- Student @ Emory University, master’s in legal studies, 01/25
Personal Information
Title: EA
Timeline
IRS Resolution Specialist, IRS Enrolled Agent
DAVIS & ASSOCIATE CPA’S INC
08.2023 - Current
Principle Accountant, IRS Enrolled Agent
Blue Lamb Tax Associates, LLC
07.2022 - 08.2023
Senior Staff Accountant, IRS Enrolled Agent
Realtime Services Inc.
04.2022 - 12.2022
Staff Accountant
Wilder CPA Accounting & Tax Services
09.2021 - 02.2022
Staff Accountant
Ellenton CPA
06.2021 - 08.2021
Staff Accountant
Michelle Tourjee CPA & Tax Services
12.2019 - 02.2021
CEO
Michelle’s Closet Treasures
08.2018 - 08.2021
Master of Legal Studies -
Emory University
Master of Business Administration - Accounting Assurance
Miami
Bachelor of Science - Accounting
Sarasota
Associates of Science - Business Administration - Accounting
Virginia Beach
- Enrolled Agent, 07/22
- CPA Regulation Test, failed by 2 points, not retaken
- Candidate for IRS Court Case Representative Exam
- Student @ Emory University, master’s in legal studies, 01/25